Building a Legacy: Setting Up Superannuation for Grandchildren in a Family SMSF
by JBS Financial 14 Nov 2024
Self-managed super Funds (SMSFs) are a popular way for families to gain control over their superannuation savings, build wealth, and encourage financial literacy. At JBS Financial, we’ve recently seen an increase in enquiries from grandparents interested in establishing superannuation balances within their SMSFs specifically for their grandchildren. While potentially beneficial, this approach brings a unique […]
READ MOREMake festive season conversations matter
by JBS Financial 14 Nov 2024
It’s more than prawns and pavlova. The festive season brings families together from near and far. If you notice signs that an older family member is experiencing the declines of ageing, be observant and take the opportunity to start a conversation. As the year flies by, it’s easy to miss subtle changes in your loved […]
READ MOREby JBS Financial 10:08 am 14 Nov 2024
Making a decision about life insurance is an essential part of your self managed super fund’s investment strategy and can provide a valuable benefit … [ read more ]
by JBS Financial 11:59 am 30 Oct 2024
Many people think they can’t afford to get aged care advice, but the reality is you probably can’t afford not to get advice. RADs, DAPs, MPIRs, MTAs … [ read more ]
by JBS Financial 9:20 am 30 Oct 2024
We all like to think that there are times in life when it is okay to go it alone, but when it comes to finances and managing your money, there is a time … [ read more ]
by JBS Financial 9:11 am 30 Oct 2024
Your financial health is key to the health of your wellbeing, relationships, work and home life. It’s important to have a regular checkup of your financial … [ read more ]
by JBS Financial 3:16 pm 18 Oct 2024
Change is often met with resistance, especially when it feels out of our control. For many people, the idea of growing older and transitioning into residential … [ read more ]
by JBS Financial 3:28 pm 15 Oct 2024
Retirement, once viewed as a quiet phase of winding down, is being completely redefined by today’s retirees. Gone are the days of simply “resting” … [ read more ]
by JBS Financial 3:22 pm 15 Oct 2024
An increasing number of parents are making regular investments into minors’ accounts. October has become a particularly busy investment month for many … [ read more ]
by JBS Financial 2:02 pm 15 Oct 2024
The COVID-19 pandemic gave us all a sneak peek into what life might be like if we lost independence and mobility. But what if the limitations were not … [ read more ]